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Access Point HSA, LLC

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Company Details

Name: Access Point HSA, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Revoked Entity
Date of Organization in Rhode Island: 11 Mar 2015 (10 years ago)
Date of Dissolution: 23 Aug 2023 (2 years ago)
Date of Status Change: 23 Aug 2023 (2 years ago)
Identification Number: 001083156
ZIP code: 02919
City: Johnston
County: Providence County
Purpose: ACCESS POINT HSA IS AN INDEPENDENT CONSULTING FIRM THAT ADVISES FINANCIAL ADVISORS, PLAN SPONSORS, AND INSURANCE PROFESSIONALS ON HEALTH SAVINGS ACCOUNTS. MOST WORK ACTUALLY DONE IN RHODE ISLAND IS VIA TELEPHONE AND ELECTRONIC COMMUNICATIONS (EX. EMAIL, WEBEX)
Principal Address: Google Maps Logo 1285 HARTFORD AVENUE UNIT 6, JOHNSTON, RI, 02919, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Companies doing Investment advice

Filings

Number Name File Date
202340507250 Revocation Certificate For Failure to File the Annual Report for the Year 2023-08-23
202337628320 Revocation Notice For Failure to File An Annual Report 2023-06-16
202339067820 Agent Resigned 2023-06-16
202224031730 Annual Report 2022-10-12
202224031820 Annual Report 2022-10-12

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-01-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$20,900
Total Face Value Of Loan:
$20,900
Business Type:
SMALL BUSINESS
Date:
2020-04-16
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$20,900
Total Face Value Of Loan:
$20,900

Trademarks

Serial Number:
87556632
Mark:
CERTIFIED HEALTH SAVINGS ADVISER
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Certification Mark
Application Filing Date:
2017-08-04
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CERTIFIED HEALTH SAVINGS ADVISER
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Arranging professional workshops and training courses
International Classes:
B
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$20,900
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$21,118.73
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $20,900
Jobs Reported:
1
Initial Approval Amount:
$20,900
Date Approved:
2021-01-21
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$21,015.67
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $20,899

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Date of last update: 14 Jul 2025

Sources: Rhode Island Department of State

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